See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,888 | $198,466-85.9% | $170,442-83.6% | $147,584-81.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 8.89% | 257.29%-248.4pp | 205.93%-197.0pp | 578.55%-569.7pp |
| Employer contribution / active EE | $2,768 | $6,184-55.2% | $5,433-49.0% | $4,876-43.2% |
| Participant deferral / active EE | $1,587 | $5,629-71.8% | $4,939-67.9% | $5,439-70.8% |
| Admin fee / account holder | $5,566 | $16,852-67.0% | $13,880-59.9% | $10,885-48.9% |